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Apr 23, 2014
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i'm seema mody. check out the defense sector, having a nice day, all a boost from strong earnings from the likes of general dynamics and northrop grumman. simon, over to you. >>> thank you, seema. >>> coca-cola's ceo is speaking today. shares for the session flat, but they've had a tough year so far, down the best part of 5%. in the last two months, the stock is up almost 10%, however, sarah eisen is monitoring the meeting. >> it's an unusually suspensionful meeting because of the debate on executive pay. first the ceo has addressed coke coal -- talking about the tremendous size and scope of the business. some of his priorities like growing sparkling beverages, investing in the brands, but then the shareholders will get a chance to vote. this is the suspenseful part. it comes down to coke's equity plan, which includes plans to issue shares for management compensation. one coke shareholder, david winters of wintergreen has raised a very public campaign in the last few weeks in letters to shareholders,
i'm seema mody. check out the defense sector, having a nice day, all a boost from strong earnings from the likes of general dynamics and northrop grumman. simon, over to you. >>> thank you, seema. >>> coca-cola's ceo is speaking today. shares for the session flat, but they've had a tough year so far, down the best part of 5%. in the last two months, the stock is up almost 10%, however, sarah eisen is monitoring the meeting. >> it's an unusually suspensionful meeting...
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Apr 16, 2014
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>> thank you so much, seema. all right. yahoo among the big names. we have sheila tracking all of those as well. higher by more than 5%, up nearly two bucks. sheila? >> yeah, yahoo is a big winner, but the turnaround we saw yesterday is continuing into today. the nasdaq composite up about 0.8 of 1%. if you look at where we are now, we're talking about a rise of 3%, so basically in the past 24 hours, it's been an uncriminal ride. the biotechs are rebounding. priceline, amazon, all helping the nasdaq today laddic the index higher, and got to mention those earnings. after ali baba posted great results. after the bell, tyler, we have big tech earnings coming up. we'll be tracking it all. >> let's look at the transports so far this year. a decent run, not all transportation stocks are created equal, are they, dom? >> they are not. check out -- it really is one if by land, maybe two it by air, a little poetic license. if you're playing for cargo and freight stocks in 2014. within the industry sector, the road and rail instrument group, as well as the freig
>> thank you so much, seema. all right. yahoo among the big names. we have sheila tracking all of those as well. higher by more than 5%, up nearly two bucks. sheila? >> yeah, yahoo is a big winner, but the turnaround we saw yesterday is continuing into today. the nasdaq composite up about 0.8 of 1%. if you look at where we are now, we're talking about a rise of 3%, so basically in the past 24 hours, it's been an uncriminal ride. the biotechs are rebounding. priceline, amazon, all...
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Apr 9, 2014
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seema mody has a market flash. >> leading higher are the biotech. in fact second highs as investors look for bargains after the recent sell offthe etf, among today's big gainers. celgene, biogen and a nice rebound for the group, sue. >> indeed it is, thanks so much, seema. 58 minutes before the fed minutes are released. we have a lot on our place this hour, including two big downgrades by hershey and gm, morgan stanley putting gm at underweight. the firm sees the auto cycle as having peaked. the truck segment is under pressure. the analysts also thinks the global auto industry is entering a period of significant technology disruption. morgan stanley's price target goes to $33 a share. we are effectively there. it's 33.79. the stock is already down about 18% year to date. let's move to hershey. goldman sachs cutting the chocolate company to a sell. the firm says international momentum will continue, but u.s. momentum is fading due to competition. the stock is also on a downward trend, off 6%, off 2.6% in today's trading session. sara eisen covers the
seema mody has a market flash. >> leading higher are the biotech. in fact second highs as investors look for bargains after the recent sell offthe etf, among today's big gainers. celgene, biogen and a nice rebound for the group, sue. >> indeed it is, thanks so much, seema. 58 minutes before the fed minutes are released. we have a lot on our place this hour, including two big downgrades by hershey and gm, morgan stanley putting gm at underweight. the firm sees the auto cycle as...
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Apr 17, 2014
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betty, back to you. >>> thanks, seema. other stories making news, the boston marathon is five days away and security officials are taking no chances. this year, a p.a. system has been installed along the route and a no bag policy is in effect. police and race officials are confident in the safety of the event. >> i truly believe, because of our public safety officials, that this will be the safest place on the planet on april 21st. >> the man involved in tuesday's hoax appeared in court on wednesday. he's being held on $100,000 bail. >>> an explosion that ripped through a tennessee ammunition factory left one person dead and three others injured wednesday. the cause of the explosion is still unknown. a just-released study from the new england journal of medicine shows how complications from diabetes have dropped significantly over the past 20 years. heart attacks, strokes and amputations due to diabetes fell more than of 60%. another study released by johns hopkins shows the percentage of americans with diabetes has double
betty, back to you. >>> thanks, seema. other stories making news, the boston marathon is five days away and security officials are taking no chances. this year, a p.a. system has been installed along the route and a no bag policy is in effect. police and race officials are confident in the safety of the event. >> i truly believe, because of our public safety officials, that this will be the safest place on the planet on april 21st. >> the man involved in tuesday's hoax...
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Apr 25, 2014
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hi, seema. >> we are seeing a sharp reverse at in the nasdaq. i'm hearing a lot of this has to do with the rising tensions between ukraine and russia, technology many times considered a risk-averse sector. tends to underperform when we see a rise in geopolitical. amazon is on the top of our list. big concerns article guidance, will amazon's cost expansion pay off soon. that's the big question that investors are trying to answer. other high-flying momentum stocks are considerableably underperforming. after reporting decent earnings, cooling off just a bit. expedia, the online travel giants, ahead of its report next week is moving lower. while history shows you we may der we see an outperformance in large-cap tech. that's not the case today. google, yahoo, internet giants moving to the down side. apple also cooling off a bit, so definitely seeing a change in this sentiment. the big question is, will this trend hole? >> seema, thank you very much. >>> if you look at the s&p 500 for the month of april, it is little change, despite all the volatility
hi, seema. >> we are seeing a sharp reverse at in the nasdaq. i'm hearing a lot of this has to do with the rising tensions between ukraine and russia, technology many times considered a risk-averse sector. tends to underperform when we see a rise in geopolitical. amazon is on the top of our list. big concerns article guidance, will amazon's cost expansion pay off soon. that's the big question that investors are trying to answer. other high-flying momentum stocks are considerableably...
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Apr 11, 2014
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seema mody is following the big movers. hi, seema. >> hi, sue. we may not be sitting on big gains or losses, but the volatility. nasdaq has been fluctuating between gains and losses all day, really haven't been able to step away from my screen. it continue toss fluctuate between gains and losses. celting back for a sec, the nasdaq compose the is back from its 14-year high, and according to morgan stanley it's underperformed the s&p 500 on 18 out of the last 26 trading days. a lot of focus on the momentum players, high-flying growth stocks, analysts have been talking about the internal rotation out of emerging tech, into big-cap tech, but that doesn't seem to be the case today. most of the large-cap tech names are trading lower. here's one pocket of strength, though. that's biotech, specifically the large-cap biotech names, which -- if you're going to be playing biotech, stick to names with port folio -- gill adscience is the best performing stock on the nasdaq today. >> you know, several big-name big caps will report next week. the options market
seema mody is following the big movers. hi, seema. >> hi, sue. we may not be sitting on big gains or losses, but the volatility. nasdaq has been fluctuating between gains and losses all day, really haven't been able to step away from my screen. it continue toss fluctuate between gains and losses. celting back for a sec, the nasdaq compose the is back from its 14-year high, and according to morgan stanley it's underperformed the s&p 500 on 18 out of the last 26 trading days. a lot of...
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Apr 16, 2014
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cnbc's seema mody joins us now. good morning. >> gm's ceo mary barra is creating a product development group focused on safety as the automaker continues to respond to the recall of ignition switches in millions of vehicles. gm is also asking a judge to shield the company from any legal claims before it filed for bankruptcy in 2009. >>> ford will sell a special edition mustang to mark the muscle car's 50th anniversary. it comes in blue or white and has special features such as chrome highlights around the grille and windows. ford will only build mustangs. >>> and google is planning a modular smartphone that consumers with customize with various features such as a camera or blood sugar monitor. google will also open an online market where you can buy hardware just like an app store. richard? >> seema, i'm going to call that the lego phone. you like that one? appreciate that. >>> careercast.com looking at 200 jobs in america, and they've compiled the ten best and ten worst in the country. the best jobs starting at num
cnbc's seema mody joins us now. good morning. >> gm's ceo mary barra is creating a product development group focused on safety as the automaker continues to respond to the recall of ignition switches in millions of vehicles. gm is also asking a judge to shield the company from any legal claims before it filed for bankruptcy in 2009. >>> ford will sell a special edition mustang to mark the muscle car's 50th anniversary. it comes in blue or white and has special features such as...
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Apr 22, 2014
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>> all right, seema, thank you. turns out people are flying the wrong airline. >> that could be. >>> checking in now, 4:46 with meteorologist christina loren. getting a look at our weather locally. good morning to you. >> we shouldn't see any airline delays. all of your airports, at least weather wise, looking very good. no fog but rain overnight. what would you want to do getting ready to the leave this morning, give yourself extra time and that's the best advice i can give you this morning. not only slick conditions out there and showers roll through and pretty gusty wind really starting to pick up, especially at the immediate coast and oakland hills. thank you for waking up with us on a tuesday and a lot going on as we go across the bay area and our festival season here it's really nice this time of year, only thing is, we're still dealing with showers, not just for today but more rainfall on the way as we head towards the end of the week. a few flashes of green mostly at the end of the bay area and as we head th
>> all right, seema, thank you. turns out people are flying the wrong airline. >> that could be. >>> checking in now, 4:46 with meteorologist christina loren. getting a look at our weather locally. good morning to you. >> we shouldn't see any airline delays. all of your airports, at least weather wise, looking very good. no fog but rain overnight. what would you want to do getting ready to the leave this morning, give yourself extra time and that's the best advice i...
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Apr 17, 2014
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we turn to seema live at cnbc world headquarters. >> peggy, good morning. futures slightly lower across the board after stocks rallied for a third straight day on wednesday. the dow posting its best three-day winning streak in six months, but disappointing earning from google and ibm. we also get data out today on unemployment and plenty more morgan sax. >>> yahoo! ceo marissa mayer is trying to ditch -- mayer has support from high-level apple execs including jonathan ivs. google pays apple $1 billion a year to drive traffic from macs, iphones and ipads to its search results. >>> good news for the class of 2014, companies are hiring. a new survey finds companies plan to hire 8% more college grads than last year. business majors also have the highest average starting salary at about $54,000. now, students pursuing education and health science degrees may be out of luck as fewer as 5% of employers plan to hire them. peggy? >> interesting. thank you for the numbers, appreciate that, seema. >> let's get those numbers when it comes to the forecast. everyone look
we turn to seema live at cnbc world headquarters. >> peggy, good morning. futures slightly lower across the board after stocks rallied for a third straight day on wednesday. the dow posting its best three-day winning streak in six months, but disappointing earning from google and ibm. we also get data out today on unemployment and plenty more morgan sax. >>> yahoo! ceo marissa mayer is trying to ditch -- mayer has support from high-level apple execs including jonathan ivs. google...
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Apr 22, 2014
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seema mody, good morning. >>> netflix is planning for an increase. they're trying to offset costs for new content and for new shows like "house of cards." customer also continue to be charged their current fees for now. >>> on line travel agencies in surveys. cramped planes and more in-flight service. they rated them low for bathroom and seat comfort. united rated the worst domestic carrier. >>> earnings are squarely in any just for investors anticipating results from the likes of mcdonald's, travelers, xerox and comcast, the parent of nbcuniversal. betty. >> seema, thank you. >>> today the supreme court takes up one of the biggest copyright cases in decades. two-year legal battle between tv broadcasters including nbc and an internet start-up company they say is stealing and rebroadcasting their content without permission. nbc's tracie potts is in washington. tracie, good morning to you. this case could have big implications on the tv industry. >> reporter: it not. broadcasters are bringing this to the supreme court including nbc arguing that this is
seema mody, good morning. >>> netflix is planning for an increase. they're trying to offset costs for new content and for new shows like "house of cards." customer also continue to be charged their current fees for now. >>> on line travel agencies in surveys. cramped planes and more in-flight service. they rated them low for bathroom and seat comfort. united rated the worst domestic carrier. >>> earnings are squarely in any just for investors anticipating...
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Apr 22, 2014
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seema mody joins us more on netflix numbers. what is your takeaway? >> susie, investors take a close eye on netflix's subscriber growth, they added 2.25 million new donmestic streaming customes in the first quarter. all eyes are on the reach outside of the u.s., the international subscriber base expanded by more than analysts had been projecting and international growth could potentially continue to be a driver going forward. netflix, in fact, mentioned that it's expanding into new european markets and the international segment is on path to achieve profitability this year. something else to keep note of, netflix plans to increase the u.s. prices by a dollar or two for new members only. existing members stay at current pricing. it's 7.99 in the u.s. this will you a low them to acquire new content and deliver a better streaming experience. of course the question tomorrow will be what analysts are saying about how this will impact future demand. >> seema mody, thank you very much. >>> all right. david garrity is going to join us to talk about tech compa
seema mody joins us more on netflix numbers. what is your takeaway? >> susie, investors take a close eye on netflix's subscriber growth, they added 2.25 million new donmestic streaming customes in the first quarter. all eyes are on the reach outside of the u.s., the international subscriber base expanded by more than analysts had been projecting and international growth could potentially continue to be a driver going forward. netflix, in fact, mentioned that it's expanding into new...
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Apr 8, 2014
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seema? >> that's right, defensive tech names have been holding up reasonably well, despite the -- and one of those sectors that a lot of traders are talking about, the semiconductor name. the index up 1.4% since early march, during the same period the knack dab is down 6%. i'm told that chip stocks are not only benefiting, but also a stabilization in the pc market. many of these names have exposure to the growth that we're seeing in the mobile space. plus plenty of these semiconductor names offer attractive dividend yields which invest ovrs seem to be on the hunt for as we see this broader rotation out of the growth stocks, into value-oriented dividend-paying names. intel, maxim and micro chip tech are posting gains since early march, which is when the sell-off in those momentum high-growth names began. >> i guess they are kind of the anti-momentum once. >>> march 4th will be another blip or peak for the currents bull run. which hundred will it be? worst performers since march 4th, here are
seema? >> that's right, defensive tech names have been holding up reasonably well, despite the -- and one of those sectors that a lot of traders are talking about, the semiconductor name. the index up 1.4% since early march, during the same period the knack dab is down 6%. i'm told that chip stocks are not only benefiting, but also a stabilization in the pc market. many of these names have exposure to the growth that we're seeing in the mobile space. plus plenty of these semiconductor...
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Apr 9, 2014
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>> all right, seema. thank you. he's been called one of president barack obama's most important financial advisers. robert wolf, ceo of 32 advisors joins me next. we'll get his take on the controversy over high-frequency trading as well as the state of the economy and the economy when we come right back. come right . the conditions in new york state are great for business. new york is ranked #2 in the nation for new private sector job creation. and now it's even better because they've introduced startup new york - dozens of tax-free zones where businesses pay no taxes for ten years. you'll get a warm welcome in the new new york. see if your business qualifies at startupny.com robert wolf, ceo of 32 advisors o so i c an reach ally bank 24/7, but there are no branches? 24/7. i'm sorry, i'm just really reluctant to try new things. really? what's wrong with trying new things? look! mommy's new vacuum! (cat screech) you feel that in your muscles? i do... drink water. it's a long story. well, not having branches let's us
>> all right, seema. thank you. he's been called one of president barack obama's most important financial advisers. robert wolf, ceo of 32 advisors joins me next. we'll get his take on the controversy over high-frequency trading as well as the state of the economy and the economy when we come right back. come right . the conditions in new york state are great for business. new york is ranked #2 in the nation for new private sector job creation. and now it's even better because they've...
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Apr 28, 2014
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seema mody? >> that's right. still to come this earnings season, reports from a few high-profile companies. investors will be watching to see if the companies have what it takes to recover from their recent falls. twitter, which is down over 40% since december of 2013 records earnings on tuesday after the bell, that's tomorrow. aside from sales and earnings growth, analysts say the key metrics will be earnings growth and whether those can support the lofty multipallets. linked in reporting on thursday, on revenue of $467 million, which would be a 44% jump. with over 300 million members gallonly, analysts will be looking for guidance on how the professional network plans to monetize on the international base. lastly online travel giant expedia will report on thursday. down about 29% since the february high as more users migrate to mobile, analysts will be looking to how many customers are using expedia's mobile app.. experts say if these companies are able to beat estimates and provide upbeat guidance, sentiment m
seema mody? >> that's right. still to come this earnings season, reports from a few high-profile companies. investors will be watching to see if the companies have what it takes to recover from their recent falls. twitter, which is down over 40% since december of 2013 records earnings on tuesday after the bell, that's tomorrow. aside from sales and earnings growth, analysts say the key metrics will be earnings growth and whether those can support the lofty multipallets. linked in...
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we'll see you again. >>> thousand to seema mody at the nasdaq. technology trying to put on a little show headed into the weekend, trying. >> it is. and we're seeing strength in the semiconductor space, as dom was pointing out. biotech also staging a comeback. on top of that, we have two high-profile ipos here on the nasdaq. let's walk through both. first one is sabre. it was spun off from american airlines in 2000, taken private by tpg and silver lake partners in 2007. bankers cut the size of this ipo ahead of today's listing after what has been a volatile week for the markets. and a similar story for weibo. it priced at the low end of its range. smart strategy as both ipos trading higher on the day. there was what seemed to be a delay in the listing of weibo. sources of mine saying that's due to the underwriters taking their time. nasdaq on record said there were no issues on their end. so weibo, the twitter of china, joining the rank of others. now we'll have to wait for alibaba. melissa and brian? >> thank you very much, seema. >>> so what is
we'll see you again. >>> thousand to seema mody at the nasdaq. technology trying to put on a little show headed into the weekend, trying. >> it is. and we're seeing strength in the semiconductor space, as dom was pointing out. biotech also staging a comeback. on top of that, we have two high-profile ipos here on the nasdaq. let's walk through both. first one is sabre. it was spun off from american airlines in 2000, taken private by tpg and silver lake partners in 2007. bankers...
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class the joint up a bit for us, seema, please. >> absolutely. brian, what a difference one day can make. yesterday, thanks to upbeat earnings from apple and facebook, we saw broad-based gains across the technology sector. you name it -- hardware, software, social media. those are the stocks that helped the nasdaq outperform the major indexes. but today, a complete reversal. a lot of this has to do with what we saw from amazon. amazon's disappointing results weighing on the nasdaq down. keep in mind, many times we see amazon shares move to the downside after reporting. last quarter, shares were down 11% the day after reporting earnings. so just something to keep in mind. lastly, we're not done talking about the momentum stocks. all those stocks trading to the downside right no. we're looking at facebook, netflix, among others, moving to the downside. and then, you take a look at social media player twitter. twitter is getting set to report earnings next week. we're seeing a lot of volatility in shares ahead of the earnings report. one of worst pe
class the joint up a bit for us, seema, please. >> absolutely. brian, what a difference one day can make. yesterday, thanks to upbeat earnings from apple and facebook, we saw broad-based gains across the technology sector. you name it -- hardware, software, social media. those are the stocks that helped the nasdaq outperform the major indexes. but today, a complete reversal. a lot of this has to do with what we saw from amazon. amazon's disappointing results weighing on the nasdaq down....
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seema mody and michelle caruso-cabrera on those big stories. seema? >> the ipo mania continues all for ipos that opened for trade today. they're trading much higher than their offer price but does a big first day mean it's a good stock to invest in? >>> and iran exported nearly a million and a half barrels of oil per day in february. the white house said it would never be more than one million. that's up with that? in a world that's changing faster than ever, we believe outshining the competition tomorrow requires challenging your business inside and out today. at cognizant, we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you. so if you're ready to see opportunities and see them through, we say: let's get to work. because the future belongs to those who challenge the present. and a life of purpose and meaning was infused into a corporate culture. there was a commitment to creating new jobs out of recycled metals, right here in america. and a bank that helped carolyn rafaelian's b
seema mody and michelle caruso-cabrera on those big stories. seema? >> the ipo mania continues all for ipos that opened for trade today. they're trading much higher than their offer price but does a big first day mean it's a good stock to invest in? >>> and iran exported nearly a million and a half barrels of oil per day in february. the white house said it would never be more than one million. that's up with that? in a world that's changing faster than ever, we believe...
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and let's check in with seema mody who's been following them all. hi, seema. >> hi, tyler. this has been the big story here at the nasdaq, and that's weibo. after a delayed open what i'm hearing was due to the underwriters and not due to any technical issues here at the nasdaq. it opened for trade around 12:00 eastern. it's currently trading higher after this priced at the low end of its range. traders say that's because of the recent selloff in the tech and social media space. bankers are being a little bit more cautious on how they price this week's ipos. you can see shares trading higher than its offer price by around $14 to 15%. weibo not the only ipo here at the nasdaq, tyler. sabre, i atravel technology provider, also trading higher than its offer price in today's trade. it did cut its size of the ipo deal, selling 39.2 million shares for $16 apiece. this ipo, by the way, being backed by private equity firms tpg and silver lake partners. other big movers here at the nasdaq are primarily in the semiconductor space. sandisk, the best performing stock on the nasdaq 100 a
and let's check in with seema mody who's been following them all. hi, seema. >> hi, tyler. this has been the big story here at the nasdaq, and that's weibo. after a delayed open what i'm hearing was due to the underwriters and not due to any technical issues here at the nasdaq. it opened for trade around 12:00 eastern. it's currently trading higher after this priced at the low end of its range. traders say that's because of the recent selloff in the tech and social media space. bankers...
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Apr 11, 2014
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back to you, scott. >> seema, thank you so much. >>> even the smart money is having trouble, apparently, weathering this storm. some well-known hedge funds seeing double-digit drops in performance recently. so here with a look at what moves the hedge funders are making is john, head of risk advisory for credit prime services. great to have you on. >> thanks. >> we keep reading the stories about how painful it's been for some hedge funds. what are they doing to react to what we're seeing? >> great, first of all, thank you for having me here on cnbc. we've seen a number of different moves in hedge risk measures. we saw net exposure come way down. it's the largest reduction in net exposure in a year. and when we look at exposure in the u.s., we're actually at the lowest level since august 2012, which, if you remember, that was the draghi, whatever he can take pledge, that's the point we saw net exposure increase. what funds have started the exposure, they've hedges. >> what kind of areas of the market? >> a couple of themes that really do stand out from our data, and just for background we
back to you, scott. >> seema, thank you so much. >>> even the smart money is having trouble, apparently, weathering this storm. some well-known hedge funds seeing double-digit drops in performance recently. so here with a look at what moves the hedge funders are making is john, head of risk advisory for credit prime services. great to have you on. >> thanks. >> we keep reading the stories about how painful it's been for some hedge funds. what are they doing to react...
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Apr 21, 2014
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seema? >> michelle, the headlines. dow jones quoting sources, big ackman is teaming up with valiant to pursue a takeover of allergen. that's what we know so far. allergen is the biggest investment, again according to sources of dow jones. we'll keep you updated on this story. you can see shares of allergen up after hours, so a big move in ailergan now. back over to you. >> the activists are at it again. anthony, what do you make of this move by ackman? >> listen, he's playing to his brokerage. i think it's brilliant. it's in the activist playbook to do these sorts of things. again, this is the reason why skybridge has a 40% allocation to been activist and bill will be successful here and it's a sign the bull market is intact. look for more deals like this coming. we reported over the weekend the pfizer potentiality deal there. >> right. i was going to ask you about that. the timing isn't coincidental, is it, that we're talking about a potential huge deal, as well, with astrazeneca? is this an area of the market ripe fo
seema? >> michelle, the headlines. dow jones quoting sources, big ackman is teaming up with valiant to pursue a takeover of allergen. that's what we know so far. allergen is the biggest investment, again according to sources of dow jones. we'll keep you updated on this story. you can see shares of allergen up after hours, so a big move in ailergan now. back over to you. >> the activists are at it again. anthony, what do you make of this move by ackman? >> listen, he's playing...
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Apr 23, 2014
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i'm seema moody. check out intuitive surgical. reporting much weaker than expected first quarter earnings citing significant declines in sales of its da vinci surgical robotic devices trading down about 8.5%. it's been a roller coaster year for the company, now flat for the year. carl, over to you. >> seema, thank you very much. former apple ceo john sculley made headlines when he regrets firing steve jobs in 1985. sculley recovered to apple k -- referred to apple as a predictable cash machine. joins us for a first on cnbc interview as we look ahead to apple's earnings out tonight. good to see you again. >> hi, carl. >> you were interviewed the other day and did say that the company is not valued today as a creative leap company. do you expect the conference call to back that up? >> i think tim cook set a high expectation for 2014 but in terms of new products but the new products are probably going to be towards the latter part of the year. so i don't think the call today is going to tell us much about that. i think what's interes
i'm seema moody. check out intuitive surgical. reporting much weaker than expected first quarter earnings citing significant declines in sales of its da vinci surgical robotic devices trading down about 8.5%. it's been a roller coaster year for the company, now flat for the year. carl, over to you. >> seema, thank you very much. former apple ceo john sculley made headlines when he regrets firing steve jobs in 1985. sculley recovered to apple k -- referred to apple as a predictable cash...
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i'm seema moody. check out asml holdings, largest supplier of equipment, computer chipmaker, the company said its net profit for the first quarter doubled as it sold more systems, but it trimmed its guidance for the second quarter, reflecting lower demand from some of its clients. that's why the stock is trading lower, better than 5%. david faber, over to you. >> thank you very much. independent investment bank moelis and company has begin trading on the big board. the company priced $25 a share, below the planned range, but perhaps a good price to make sure that it traded higher as you see right there, up over 5%. has been up as much as 8% this morning in its early trade. joining me now on a first-time cnbc interview, ken moelis, the founder, ceo and chairman of moelis and company. frequent guest here on "squawk on the street." welcome. congrats. >> thank you, david. >> all right. you are now in the business of attracting investors which you've been doing on your road show. tell me when some would sa
i'm seema moody. check out asml holdings, largest supplier of equipment, computer chipmaker, the company said its net profit for the first quarter doubled as it sold more systems, but it trimmed its guidance for the second quarter, reflecting lower demand from some of its clients. that's why the stock is trading lower, better than 5%. david faber, over to you. >> thank you very much. independent investment bank moelis and company has begin trading on the big board. the company priced $25...
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>> seema, thanks for that. so boring is the new sexy. which name should been be in? guys, great to have you with us, jill, let's start off with you, brian and i were just talking about this call on ibm on valuation, how it's run up. it sort of lives in this great intersection of safety and big caps, plus a different yield kicker. where should you put your money right snow? >> i would never consider dividend strategies boring. where fundamentals are so important to identify the best companies that can maneuver through these markets, different-paying strategy and that commitment to shareholders is really important. >> and so give us some names. occidental? >> occidental petroleum, they've been around almost 100 years, very large, well-run company. they're diversified around the world. thief consistently paid a healthy dividend. they're currently paying about 3%, and they have grown that different over time. they've grown it over the last 12 years. >> and josh brown, by the way, a frequent guest, second reference, does like the stock, too. here's my problem with it. it
>> seema, thanks for that. so boring is the new sexy. which name should been be in? guys, great to have you with us, jill, let's start off with you, brian and i were just talking about this call on ibm on valuation, how it's run up. it sort of lives in this great intersection of safety and big caps, plus a different yield kicker. where should you put your money right snow? >> i would never consider dividend strategies boring. where fundamentals are so important to identify the best...
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i'm seema mody with food for thought. we begin with proctor & gamble, selling its pet food business to mars for $2.9 billion. p&g currently trading higher. and hershey's sharing melting as goldman/sachs downgrades the stock saying the strong run is coming to an end. hershey still near the all-time high, trading at $98.93. carl, back to you. >> i'm take it from there, seema, thank you. >>> thanks to companies like paypal, square, the market for electronic person-to-person payments has been one of the fastest growth areas in mobile banking. it's also been one of the biggest disrupters to the traditional banking model. banks have been striking back. they formed clear exchange, the largest p2p network in the u.s. joining us is clear exchange's ceo and co-founder mike kennedy. mike, thank you for joining us this morning. >> thanks for having me. >> when this was founded in 2011, you hailed it as an innovative game changer, but to the naked eye, it's harder to see some of the effects of this. what products do banking customers
i'm seema mody with food for thought. we begin with proctor & gamble, selling its pet food business to mars for $2.9 billion. p&g currently trading higher. and hershey's sharing melting as goldman/sachs downgrades the stock saying the strong run is coming to an end. hershey still near the all-time high, trading at $98.93. carl, back to you. >> i'm take it from there, seema, thank you. >>> thanks to companies like paypal, square, the market for electronic person-to-person...
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>> seema, thank you very much. >>> so el it top top of the show, we laid out the big street signs. the big question, though, is how can you use this information to make some money? joining us jackablen, and chris sylvan, chief investment officer. jack, this is the part of the show that you tell me i'm wrong. >> you see read my mind. >> and the notes. >> what it is is i will say u.s. large caps, you book trading, if you look at median levels probably about 18 to 2 percentage points, however, if you look at russell 2000, i'm going to argue they're dangerously overvalue d keep in mind, this wasn't an overall sell-off, because emerging marx were actually rallying. what that says to me is maybe investors are starting to look at valuation against. you have developed markets, reasonably priced, small caps very expensive, emerging markets pretty cheap. perhaps we're starting just to see a bit of a valuation correction going on. >> in just a second, but first of all, brian, i'm going to throw a bone here, because i believe you are firmly in his camp. >> we are. we think the cycle is midstre
>> seema, thank you very much. >>> so el it top top of the show, we laid out the big street signs. the big question, though, is how can you use this information to make some money? joining us jackablen, and chris sylvan, chief investment officer. jack, this is the part of the show that you tell me i'm wrong. >> you see read my mind. >> and the notes. >> what it is is i will say u.s. large caps, you book trading, if you look at median levels probably about 18 to...
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>> thank you very much, seema. i'm here with warren miers to talk more about this market. we're going to the heart of earnings season. how does the market feel to you? >> initially coming in, it felt weaker than the past earnings season. i thought we saw very much market volatility. but it seems as though things have leveled off. financials which kind of led in with the initial jpmorgan, the rest falls strongly, and i think that helped build some support, so i think the optimism is better this week. >> what about volatility? >> i think it will be here for a bit longer. you know, i'm looking at the vix, bakley flat on the day, but i think a lot has to do with option expiration, so can't read too much into it, but the fact this hasn't moved down leads me to believe there might be more up side. >> warren, thank you so much. good to see you. >> you too. >>> let's look at the market right now. we're up 35 points, ty, we're going into the asp at least in the green. >>> thank you very much, sue. that will do it for this edition of "power lunch." >>> "streets signs" begins now. \s
>> thank you very much, seema. i'm here with warren miers to talk more about this market. we're going to the heart of earnings season. how does the market feel to you? >> initially coming in, it felt weaker than the past earnings season. i thought we saw very much market volatility. but it seems as though things have leveled off. financials which kind of led in with the initial jpmorgan, the rest falls strongly, and i think that helped build some support, so i think the optimism is...
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i'm seema mody with breaking news. reports indicate that ford is set to name mark fields the next ceo of the auto company replacing me lali. phil lebeau is working to confirm this. we're watching shares of ford right now. melissa, over to you. >>> thank you very much, seema. we've heard this before. we heard that deals westbound the replacement for. >> but if it's right, in september she said i'm going to stay at ford forever, now merrill he may get replaced. we just had the news or the discussion about immelt et cetera future. me laly came from ge. >> you think he's going to go back in. >> now pitching for the a's, colon. you never know. just like at that. >> only down 0.4%. >> but down in a matter of minutes. >>> we'll watch the story, of course, at the le lo another delay in the final decide on keystone likely putting it off until the midterm elections in november. how is oil getting shipped around the? >> jackie deangelis has the story. >> being accused of kicking the can down the road. the timing -- we do know it
i'm seema mody with breaking news. reports indicate that ford is set to name mark fields the next ceo of the auto company replacing me lali. phil lebeau is working to confirm this. we're watching shares of ford right now. melissa, over to you. >>> thank you very much, seema. we've heard this before. we heard that deals westbound the replacement for. >> but if it's right, in september she said i'm going to stay at ford forever, now merrill he may get replaced. we just had the news...
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seema? >> wheeler responded strongly to fears about new -- quote, report that we are gutting the rules are incorrect. in a notice circulated to fellow commissioners on the topic, wheeler seeks input on the optimal ways to protect and promote the open internet with the goal to quickly put together legally enforceable rules. wheel i says it won't let the internet be divided and that it's time for workal open internet rules. he does say right now, all options are still on the table. tyl tyler. >>> seema, thank you. check out shares of underarmour, montgomery is upgrading this stock with a $55 price target. that stock up about 5.5%, sue, toward session highs. back over to you. >> dom, thank you very much. >>> we are really very close to the fed meeting which takes place at about 2:00 p.m. eastern time, and as a result we'll be handing it off to "street signs" a bit earlier. ahead of that, we wanted to show you the bond market. we've got kind of been sitting still today, because everyone wants to
seema? >> wheeler responded strongly to fears about new -- quote, report that we are gutting the rules are incorrect. in a notice circulated to fellow commissioners on the topic, wheeler seeks input on the optimal ways to protect and promote the open internet with the goal to quickly put together legally enforceable rules. wheel i says it won't let the internet be divided and that it's time for workal open internet rules. he does say right now, all options are still on the table. tyl...
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a look at how the rest of the market is doing, seema mody is live at cnbc world headquarters. good morning. >> another check on those markets and still looking at futures lower after stocks did post modest gains on monday and still very light trading in terms of volume. nasdaq posted first five-day losing streak since february. be sure to watch out for that and also a ton of earnings from the likes of mcdonald's, xerox and comcast, the parent of nbc universal. the dow rising 40 points. changes could be coming to the front office at ford. reports say the automaker will soon name mark fields to replace maloli as ceo. was previously ford's north american sales chief. steered ford through the financial crisis. the only u.s. automaker to not take any government bailout money e. scott? >> seema mody, thank you very much. >>> that forecast throughout the day, as we get rolling on this tuesday. the wind brought some raindrops, which is good. >> right in the heart of the morning drive. we can get you around it this morning. nothing that is heavy enough to where you want to give youself
a look at how the rest of the market is doing, seema mody is live at cnbc world headquarters. good morning. >> another check on those markets and still looking at futures lower after stocks did post modest gains on monday and still very light trading in terms of volume. nasdaq posted first five-day losing streak since february. be sure to watch out for that and also a ton of earnings from the likes of mcdonald's, xerox and comcast, the parent of nbc universal. the dow rising 40 points....
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. >>> we've got to send it over to seema mody. she apparently has an amazing market flash. >> check out bank of new york, the stork spiking on a media report, tapping goldman sachs to solicit buyers, and said the unit could go for at least 2.5 billion. bank of new york trading up better than 2%. >>> seema, thanks very much. >>> a question for you, america -- is old retail sexy again? some hedge funds sure thing so. we're digging into to why there's new interesting in dillard's and conn's. >>> hint -- this is the worst performing nasdaq member this week. >>> and we're getting closer to warren buffett joining becky quick on "street signs." don't miss it. mattel started in a garage. disney started in a garage. amazon started in a garage. ♪ the ramones started in a garage. my point? some of the most innovative things in the world come out of american garages. introducing the lighter, faster cadillac cts. 2014 motor trend car of the year. ain't garages great? transit fares! as in the 37 billion transit fares we help collect each year
. >>> we've got to send it over to seema mody. she apparently has an amazing market flash. >> check out bank of new york, the stork spiking on a media report, tapping goldman sachs to solicit buyers, and said the unit could go for at least 2.5 billion. bank of new york trading up better than 2%. >>> seema, thanks very much. >>> a question for you, america -- is old retail sexy again? some hedge funds sure thing so. we're digging into to why there's new...
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thanks, seema. see you later. >> heading towards the close. 30 minutes left, dow holding steady with a gain of 130 points and the nasdaq, the most volatile of the major averages, another pretty good gain, up 42 today. >> helping the rally, the chief janet yellen singing a tune earlier today that the market loves to hear. two top economists on how long you can expect interest rates to stay near the rock bottom levels even as the economy shows signs of improvements. >> and big hitters on the earnings front after the bell. google, ibm, american express among others posting results. we'll give you the make or break numbers to watch out for coming up so stick around for that. k a. and we own the paper cottage. it's a stationery and gifts store. anything we purchase for the paper cottage goes on our ink card. so you can manage your business expenses and access them online instantly with the game changing app from ink. we didn't get into business to spend time managing receipts, that's why we have ink. we
thanks, seema. see you later. >> heading towards the close. 30 minutes left, dow holding steady with a gain of 130 points and the nasdaq, the most volatile of the major averages, another pretty good gain, up 42 today. >> helping the rally, the chief janet yellen singing a tune earlier today that the market loves to hear. two top economists on how long you can expect interest rates to stay near the rock bottom levels even as the economy shows signs of improvements. >> and big...
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seema mody at cnbc world headquarters this morning. >> right, exactly. when you look at how the markets were formed yesterday, peggy, stocks rallied for a third straight day on wednesday. the dow posting its best three-day winning streak in six months but disappointing earnings from google and ibm last night could weigh on the markets today. also get data on unemployment morgan stanley, pepsico and dow closed up by 162 points and nasdaq closing up by 62. peggy, over to you. >> seema, thank you so much. >>> vice president joe biden made his instagram debut. look like two little kids. >> they do. >> the social media site was taken this image was barack obama, in case you didn't recognize the president of the united states. biden's instagram account already has 32,000 followers. this one from a san francisco man. he used a drone to take this 15-second selfie of himself and his friends. isn't that cool? >> i love the dogs are up there, as well. new technology showing just what you could do with those drones. that is amazing. >> that is pretty cool. >> cool p
seema mody at cnbc world headquarters this morning. >> right, exactly. when you look at how the markets were formed yesterday, peggy, stocks rallied for a third straight day on wednesday. the dow posting its best three-day winning streak in six months but disappointing earnings from google and ibm last night could weigh on the markets today. also get data on unemployment morgan stanley, pepsico and dow closed up by 162 points and nasdaq closing up by 62. peggy, over to you. >>...
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seema mody is live at cnbc headquarters with the latest on that. good morning to you. >> peggy, good morning. futures right now are mixed after stocks ended near the highs of the session on monday. investors cheering a report showing a jump in retail sales and we do get data out today on consumer prices and housing and fed chair janet yelin speaks before the opening bell. a lot of investors watching for that. the dow rising 146 points and nasdaq closing up by 22. some tech news on our radar, t-mobile will stop charging customers who go over their data limit. it will have their speed slowed down until they buy another plan. in january, t-mobile offered to pay $350 in termination fees if users switched over from their old wireless carrier. back to you. >> all right, seema, thank you. >>> 5:16 right now. newest model of the iphone could cost you $100 more, according to business insider. talking to carriers about upping the price of the iphone series. no one coming out with a new phone this year, so charge more for this one. the new phone 5s costs 1 $9
seema mody is live at cnbc headquarters with the latest on that. good morning to you. >> peggy, good morning. futures right now are mixed after stocks ended near the highs of the session on monday. investors cheering a report showing a jump in retail sales and we do get data out today on consumer prices and housing and fed chair janet yelin speaks before the opening bell. a lot of investors watching for that. the dow rising 146 points and nasdaq closing up by 22. some tech news on our...
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that siem of day, we're go to be get down to business with cnbc's seema mody. good morning. >> betty, good morning. we begin with general motors, mary barra is focusing on safety as the automaker continues to fog customer on the recall of vehicles with ignition problems. >>> ford will sell a special edition mustang to mark the muscle car's 50th anniversary. it comes in blue or white and has special features such as chrome highlights around the grille and windows. ford will only build 1,964 special mustangs. >>> and lastly, a smartphone with various features such as a camera or blood sugar monitor. google will market online hardware just like an app story. >>> careercast.com looked into 200 jobs in america, and they have compiled the ten best and ten worst jobs in the country. here goes. the best job starting at number ten, speech pathologist, optional therapists, computer system analysts, software engineer, dental high jennist, audiologist can about tear, statistician, and tenured university professor. and the number one job of over $100,000 is mathematician. >
that siem of day, we're go to be get down to business with cnbc's seema mody. good morning. >> betty, good morning. we begin with general motors, mary barra is focusing on safety as the automaker continues to fog customer on the recall of vehicles with ignition problems. >>> ford will sell a special edition mustang to mark the muscle car's 50th anniversary. it comes in blue or white and has special features such as chrome highlights around the grille and windows. ford will only...
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seema mody, we've been watching the price. what's the look now? >> after what was a delay and what i'm hearing was due to underwriters, weibo has gone public here on the nasdaq. it did initially trade below $17, which is the offer price. but now trading up by around 10%, 11% on the day, under the ticker symbol wb. to give you some perspective, at $17 a share, weibo is valued at roughly $3.5 billion. this is definitely a big ipo here at the nasdaq. scott? >> seema, thank you so much. >>> also want to thank ed yardeni who joined us with his target for s&p year-end. and, weiss, i'd be remiss if i didn't get a comment from you about weibo, given you were waving the flag yesterday nor chinese internet. >> yeah, i still think it's a great space. you have alibaba behind it. you can't afford to have the chinese internet deal, even though they're completely different businesses, fail. so that's sort of like a freebie here to play it. we'll see what happens from here. >> okay. coming up, netflix is not up lately. it's down 30% from its high. but someone jus
seema mody, we've been watching the price. what's the look now? >> after what was a delay and what i'm hearing was due to underwriters, weibo has gone public here on the nasdaq. it did initially trade below $17, which is the offer price. but now trading up by around 10%, 11% on the day, under the ticker symbol wb. to give you some perspective, at $17 a share, weibo is valued at roughly $3.5 billion. this is definitely a big ipo here at the nasdaq. scott? >> seema, thank you so much....
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for that and the rest of the news before the bell we turn to seema mody at cnbc world headquarters. >> stocks ended near the high of the session on monday. investors cheering a report showing a jump in retail sales last month. today we get out some data on consumer prices and housing and fed chair janet yellin speaks before the opening bell. in terms of yesterday's price action, the dow raising 126 points and the nasdaq closing up by 22. >>> social security administration halting a program under which people had their tax refunds seized. social security recipients complain they were forced to give back money that was sometimes paid to their parent when they were children. telling users their e-mails are being automatically scanned to create targeted ads. that's following legal action. it violates their privacy in wire tapping laws but they consented as part of the e-mail delivery process. >>> let's check in with christine right now and she has a look at our forecast. >> good morning to you. pretty mild to start the day and widespread 50s and temperatures this morning will stay put, at
for that and the rest of the news before the bell we turn to seema mody at cnbc world headquarters. >> stocks ended near the high of the session on monday. investors cheering a report showing a jump in retail sales last month. today we get out some data on consumer prices and housing and fed chair janet yellin speaks before the opening bell. in terms of yesterday's price action, the dow raising 126 points and the nasdaq closing up by 22. >>> social security administration halting...
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let's go now to seema at the nasdaq where we continue to wait for weibo. seema? >> that's right, scott. we're waiting for them to list here on the nasdaq. the nasdaq said that at first it was expected to list at around $11:40 a.m. eastern standard time. we now understand that weibo will now list closer to 12:00 noon eastern standard time. on why weibo's listing so late, we don't have a reason, but sources of mine telling me that we understand this was a decision of the underwriters. goldman sacks is an underwriter for sabre and weibo, two ipos here on the nasdaq. and at goldman sachs, among other underwriters, they wanted to pace out both ipos. that according to sources. so we still await weibo's listing on the nasdaq. we are hearing it will be closer to 12:00 p.m. eastern standard time. that's noon here on the east coast. carl and kayla in. >> all right, seema, thank you very much for that. seema mody. >>> shares of sandisk popping 6%, actually closer to 9% on these better-than-expected earnings, the best performer on the s&p. jon fortt joins us with an exclusiv
let's go now to seema at the nasdaq where we continue to wait for weibo. seema? >> that's right, scott. we're waiting for them to list here on the nasdaq. the nasdaq said that at first it was expected to list at around $11:40 a.m. eastern standard time. we now understand that weibo will now list closer to 12:00 noon eastern standard time. on why weibo's listing so late, we don't have a reason, but sources of mine telling me that we understand this was a decision of the underwriters....
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>> all right, thank you so much, seema. i know a lot of investors are watching netflix, and that stock has been one of the most closely followed during this market volatility. >>> the nasdaq has been taking a hit, as we just mentioned. i know we'll have sheila on with us in a second. we also heard this morning important comments from imf managing director christine lagarde and the president of the world bank. we'll get to those in a moment. >>> first, now up to sheila and hear what traders are saying about today's move. sheila? >> hey there, kayla. what a day to start off the nasdaq. we're reversing the gains we've seen in the past two days. here's what has traders worried. they're saying within the first 30, 40 minutes of the session, we pulled back everything we took an entire session to gain yesterday. so it's really the velocity of the selling that's concerning traders here, the fact we can't find any confirmation of the bottom. when you look at what is dragging the nasdaq down, it is the usual suspects. take a look at
>> all right, thank you so much, seema. i know a lot of investors are watching netflix, and that stock has been one of the most closely followed during this market volatility. >>> the nasdaq has been taking a hit, as we just mentioned. i know we'll have sheila on with us in a second. we also heard this morning important comments from imf managing director christine lagarde and the president of the world bank. we'll get to those in a moment. >>> first, now up to sheila...
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. >> seema mody and dom chu, what is behind this massive selloff? >> i'm going to talk about the internet retail stocks because it's no question we are -- >> they're taking a beating today. >> a big drop in the internet names, kelly and bill. even over the last one week you can see that the internet retail index is significantly underperforming the broader markets but here is the thing. when i speak to experts who cover these stocks, stocks like priceline, expedia, amazon, they still say that the long-term bull case is still intact and that what we're seeing is investors just selling the big winners of 2013. the bull case for these stocks being that they're cash rich. many of these names sitting on a lot of cash. second, a lot of them have been able to see or witness revenue growth over the past couple of quarters, and, third, is mobile. these internet companies do have exposure to that growth that we're seeing in the mobile space. so that, again, those three reasons why investors at this point or analysts i should say are bullish on these internet
. >> seema mody and dom chu, what is behind this massive selloff? >> i'm going to talk about the internet retail stocks because it's no question we are -- >> they're taking a beating today. >> a big drop in the internet names, kelly and bill. even over the last one week you can see that the internet retail index is significantly underperforming the broader markets but here is the thing. when i speak to experts who cover these stocks, stocks like priceline, expedia,...
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seema mody joins us now with a preview. >> michelle, we begin with ale. the street looking for the tech giant to make $10.18 in its second quarter on revenue of $43.5 billion of the guidance on iphone shipments will be key. apple is currently trading lower by 5%. for facebook it's all about mobile. expected to earn 24 cents in its first quarters of sales of $2.63 billin yo. investors looking to see whether the company can keep up its growth in mobile advertising. facebook down 2.5%. qualcomm out with results after the bell. street looking for earnings of $1.22 a share on revenue of $6.48 billion. it's trading pretty much flat on the day. analysts expecting texas instruments to earn 41 cents on sales of nearly $3 billion, and we end on zynga which is expected to lose a penny on sales of $147 million. lots of earnings to report after the bell, and we'll have all of it for you on the "closing bell." back for you. >> can't way. going to be exciting. about 13 minutes before the closing bell. dow jones industrial average coming off the lows, down only about sev
seema mody joins us now with a preview. >> michelle, we begin with ale. the street looking for the tech giant to make $10.18 in its second quarter on revenue of $43.5 billion of the guidance on iphone shipments will be key. apple is currently trading lower by 5%. for facebook it's all about mobile. expected to earn 24 cents in its first quarters of sales of $2.63 billin yo. investors looking to see whether the company can keep up its growth in mobile advertising. facebook down 2.5%....
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back over to you, bill and kelly. >> seema, thanks very much. now, we've got, let's see, about 11 minutes to go into the close. 16,576 is the level we're watching. the dow has not closed higher since december 31st when it set a record high. again, the first quarter we were just below that level. here we are the second day into the second quarter and we could perhaps take out that level. >> it's amazing, it's taken us until april to get a new high on the dow after the number of times -- >> only amazing given the performance of markets over the past five years. >> exactly my point. later, white castle is looking to be crowned breakfast king. a top executive will be here to share what his fast food chain has cooked up to compete with mornings. we'll talk about the breakfast wars, the minimum wage debate which continues to rage across the country. a lot to talk about coming up. >> and a very special guest after the bell, mary higgins clark. she is still writing new books. >> love that. >> and she will join me at the new york stock exchange. i love h
back over to you, bill and kelly. >> seema, thanks very much. now, we've got, let's see, about 11 minutes to go into the close. 16,576 is the level we're watching. the dow has not closed higher since december 31st when it set a record high. again, the first quarter we were just below that level. here we are the second day into the second quarter and we could perhaps take out that level. >> it's amazing, it's taken us until april to get a new high on the dow after the number of times...
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seema mode has been tracking the action there all day. seema? >> reporter: bill, that's right. the nasdaq here down 1%. the selling pressure intensifying as we close out end of the trading week, down about 1% on the day, but just stepping back for a second. it has been a tough couple of weeks for the nasdaq, now down about 8% from hitting its 14-year high back in early march, so getting really close to entering correction territory. morgan stanley came out with an interesting note this morning, identifying six other time periods where the nasdaq has significantly underperformed the markets over the last 15 years, and they found that large-cap names like hp and ibm, not only bucked the downward trend but outperformed during these time periods so the debate whether one should invest in new tech or old tech. when the market sectionceptionly volatile, it brings investors back to the fundamental story. earnings, evaluation, two factors being watched very closely by markets participant. in fact, i was speaking to one analyst who said if these momentum names mysteried expectations thi
seema mode has been tracking the action there all day. seema? >> reporter: bill, that's right. the nasdaq here down 1%. the selling pressure intensifying as we close out end of the trading week, down about 1% on the day, but just stepping back for a second. it has been a tough couple of weeks for the nasdaq, now down about 8% from hitting its 14-year high back in early march, so getting really close to entering correction territory. morgan stanley came out with an interesting note this...
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a huge -- some big names, seema. if it weren't for last week, bill, you can imagine the excitement, a little more trepidation, but not just earnings we have to watch. look what the market is doing right now. >> it's coming back. >> that's a shoaq raly. >> up 124 points on the dow so it's come back. nasdaq, boy, art cashin came by a little while ago and said watch 3985 on the nasdaq. if it can hold there you might have something, and guess what, that's exactly where it held, and look at that. hit that number and bounced back, and we're back in positive territory on the nasdaq composite index. >> up 51 at the highs of the day so we'll see what happens as we have ten minute left to go until the closing bell. if you're lucky getting a tax refund, we'll talk about ways to put that money to work in the next hour of the "closing bell." can't afford to miss it. be right back. be right back. especially if you're thinking of moving an old 401(k) to a fidelity ira. it gives you a wide range of investment options... and the free
a huge -- some big names, seema. if it weren't for last week, bill, you can imagine the excitement, a little more trepidation, but not just earnings we have to watch. look what the market is doing right now. >> it's coming back. >> that's a shoaq raly. >> up 124 points on the dow so it's come back. nasdaq, boy, art cashin came by a little while ago and said watch 3985 on the nasdaq. if it can hold there you might have something, and guess what, that's exactly where it held,...
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chesapeake energy and baker hughes in the green, up about .8 of a percent. >> thanks for that, seema modi back at hq. >>> the security woe called heart bleed is leading people to change their passes word. how big of a threat is this? gentlemen, thanks for joining us. emanuel, i'll start with you. da dashline manages pass words. there's expectations even if you change your password, you could still be exposed to the bug. how do you get around that? >> the only way is have a password on every website and requires password management solution. it's only on one site, not all. >> what happens if you change your password and the site hasn't patched up the site for the bug itself. doesn't that leave you vulnerable for information to leak out? >> what we recommend is change password the first time now and probably a second time in two to three weeks. >> good luck remembering them. >> i guess that's what dash does best. you say 55% of people or sites still accept weak passwords, 1, 2, 3, 4, 5, 6 and many don't give edadvice how to create a stronger password. you say ditch passwords all togeth
chesapeake energy and baker hughes in the green, up about .8 of a percent. >> thanks for that, seema modi back at hq. >>> the security woe called heart bleed is leading people to change their passes word. how big of a threat is this? gentlemen, thanks for joining us. emanuel, i'll start with you. da dashline manages pass words. there's expectations even if you change your password, you could still be exposed to the bug. how do you get around that? >> the only way is have a...
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did you catch any of the golf, seema? >> i did. i caught some of the games over the weekend, but i have to say, new york had some of the best weather this weekend, so i spent more time outside than inside. >> i think you deserved it. it's been a hard winter. >> it has. >> so that's good to hear. talking about golf, thank you, se, ma. tiger and phil were not around for the weekend at augusta, but that didn't mean there was not excitement for the masters. bubba watson and 20-year-old jordan speif in the pairing. he was up by two shots and then bogeyed 8 and 9. tapping in per par to finish at 8 under, three shots clear of speif, he won his second green jacket in the last three years. good for you. >>> it's also good to be king of the castle. average pay for the top ceos went to $12.9 million. the according to a study in "the new york times" conducted by the executive pay research firm equilar. most pay increases came from companies whose stock performed well last year. john chambers' pay jumped 80% with kisco grow iing 83%. >>> a brea
did you catch any of the golf, seema? >> i did. i caught some of the games over the weekend, but i have to say, new york had some of the best weather this weekend, so i spent more time outside than inside. >> i think you deserved it. it's been a hard winter. >> it has. >> so that's good to hear. talking about golf, thank you, se, ma. tiger and phil were not around for the weekend at augusta, but that didn't mean there was not excitement for the masters. bubba watson and...
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were users of juniper's products and the company and the country both got hit by the tsunami, the puck seema nuclear disaster. i stuck with them because the company had a ton of cash. it was clear europe had a lot of problems and the u.s. government had been a big juniper customer. it wasn't until the stock dropped to the 20s, come on now you're in half, that i realized juniper's blame the customer act was a lenient alibi. they were taking market shares the whole time. that was then, this is now. at that point it was happening. the customers were sitting on their hands. they were buying elsewhere. which i didn't realize until we dug into sysco's quarters, not juniper's. the information was there to be had but only from a competitor, not from juniper itself. there's a pretty simple moral. when the company blames the customer, check to see whether the customer isn't still buying except from a different vender. when a company is sitting on a mountain of cash and not doing anything with it beyond wild undisciplined buy backs, that's a stock you do not want to own. when a company starts blaming t
were users of juniper's products and the company and the country both got hit by the tsunami, the puck seema nuclear disaster. i stuck with them because the company had a ton of cash. it was clear europe had a lot of problems and the u.s. government had been a big juniper customer. it wasn't until the stock dropped to the 20s, come on now you're in half, that i realized juniper's blame the customer act was a lenient alibi. they were taking market shares the whole time. that was then, this is...
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seema. >> that's right. bill, let's start with twitter. analysts estimating revenue of $240 million. analysts say the key metric will be user growth, specifically monthly active users. can this number beat expectations and support the still lofty multiple which the company trades at? twitter's earnings report comes ahead of the company's first major stock lockup expiration on may 5 when roughly 500 million shares will be eligible for sale. now on to ebay set to report q1 earnings reporting earnings of 67 cents share of revenue of $4.2 billion which would be a 13% jump year over year. the boost expected to come from the e-commerce and payments business. kelly and bill. >> and that stock, too, such a battleground. we'll be talking about some of the battle grounds when herbalife stock reports after the close. >> pulling back a little bit from the highs of the day but the dow a healthy gain of 107 points and the nasdaq a victory of sorts, just being positive, any positive close right now. >> the ten-year still exactly where it was when i left.
seema. >> that's right. bill, let's start with twitter. analysts estimating revenue of $240 million. analysts say the key metric will be user growth, specifically monthly active users. can this number beat expectations and support the still lofty multiple which the company trades at? twitter's earnings report comes ahead of the company's first major stock lockup expiration on may 5 when roughly 500 million shares will be eligible for sale. now on to ebay set to report q1 earnings...
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>>> we have a pretty decent move in the nasdaq, ty, where we find seema mody. the nasdaq up about 30 points back above 4100, a key level that market technicians launch. a lot of movement in the old school names, you look at ibm higher on news after it said it would increase the quarterly dividend. hp up after pacific crest upgraded the stock to outperform. so we're seeing some of the old-cool tech names get a bid. now our attention turns to ebay reporting earnings after the bell. analysts will be looking for commentary on the expanded b buyback program. >>> let's go to chicago now and the bond market, check in on interest rates and currencies. rick santelli does it for us several times during "power lunch", we're grateful to say. hey, ricky. >> hi, sue. everybody, of course is watching to see the final outcome of apple's second ever tapping of the capital markets. look lie 40 to 45 billion is being committed from a 50 billion tranche. it really does underscore your interview with the congressman about all these band-aids. 70% of the 40 billion rests overseas. o
>>> we have a pretty decent move in the nasdaq, ty, where we find seema mody. the nasdaq up about 30 points back above 4100, a key level that market technicians launch. a lot of movement in the old school names, you look at ibm higher on news after it said it would increase the quarterly dividend. hp up after pacific crest upgraded the stock to outperform. so we're seeing some of the old-cool tech names get a bid. now our attention turns to ebay reporting earnings after the bell....